Core Scientific reports 1Q26 results; colocation business ramping as CoreWeave comes online June 4, 2026 Philbert Shih Core Scientific reported its 1Q26 results, which showed significant colocation revenue growth as the... Read more...
Cipher Digital reports 1Q26 results; signs third hyperscale lease, progressing on construction in west Texas June 3, 2026 Philbert Shih Cipher Digital reported its 1Q26 results and shared details about the data centre colocation busines... Read more...
Blackstone, Google form JV to build cloud service; but data centre capacity still the primary driver, not a new cloud business June 2, 2026 Philbert Shih Blackstone and Google established a joint venture to build a new company that will provide cloud in... Read more...
Galaxy Digital reports 1Q26 results; provides update on Helios campus build for CoreWeave June 2, 2026 Philbert Shih Galaxy Digital reported its 1Q26 results, which did not include material revenue from data centre se... Read more...
Lambda wins Hudson River Trading for cloud after on-premise capcity tapped out June 2, 2026 Philbert Shih Lambda disclosed Hudson River Trading, a quantitative trading firm, as a new cloud infrastructure c... Read more...
Sharon AI signs US$950m five-year AI compute infrastructure agreement June 1, 2026 Jabez Tan Sharon AI, an Australian neocloud provider, signed a five-year cloud infrastructure agreement valued... Read more...
Anthropic becomes SpaceXAI customer at Colossus in Memphis, TN; opportunistic, but also strategic June 1, 2026 Philbert Shih Anthropic and SpaceXAI, the AI arm of SpaceX, confirmed a new partnership for AI computing infrastru... Read more...
TeraWulf reports 1Q26 results; data centre revenue ramping June 1, 2026 Philbert Shih TeraWulf reported its 1Q26 results, which showed revenue growth coming from data centre colocation l... Read more...
WSS: Large-scale cloud deals are moving into the webscale tier as the sector’s crosses the ecosystem June 1, 2026 Philbert Shih The sector had a somewhat slower week as there were public holidays in a number of countries. Earnin... Read more...
MI: Backlog numbers continue to grow, but are soon to be recognized not necessarily top-heavy May 29, 2026 Philbert Shih RPO and backlog numbers continue to grow across the sector and this is especially the case with the ... Read more...
MI: Earnings saw growth acceleration flow through the ecosystem; AI the catalyst May 29, 2026 Philbert Shih Earnings season saw significant revenue growth acceleration from across the infrastructure services ... Read more...
IREN expanding to Spain with Nostrum acquisition May 27, 2026 Sacha Kavanagh IREN is expanding into Europe with an agreement to acquire Spain-based Nostrum Group (formerly Ingen... Read more...
